DFA Tax-Managed US Marketwide Value II shares owned by Lauer Wealth
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Lauer Wealth
from 13F filings
Historical chart of Lauer Wealth investment in DFA Tax-Managed US Marketwide Value II
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Quarterly reported holdings in DFA Tax-Managed US Marketwide Value II by Lauer Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $201k | 4.5k | 44.58 |
| 2025-06-30 | $261k | 6.2k | 42.43 |
| 2025-03-31 | $242k | 6.2k | 39.41 |
| 2024-12-31 | $456k | 11k | 40.92 |
| 2024-09-30 | $447k | 11k | 41.93 |
| 2024-06-30 | $311k | 7.8k | 39.91 |
| 2024-03-31 | $797k | 20k | 39.84 |
| 2023-12-31 | $739k | 20k | 36.97 |
| 2023-09-30 | $1.4M | 40k | 33.85 |
| 2023-06-30 | $1.4M | 40k | 35.76 |
| 2023-03-31 | $1.3M | 40k | 33.61 |
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